Operelio
Outlook / Microsoft 365Pipedrive

How to import Outlook / Microsoft 365 into Pipedrive

7 of the 22 columns in an Outlook / Microsoft 365 export, mapped into 6 Pipedrive fields under Pipedrive's own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Outlook / Microsoft 365 export first

Built on Outlook / Microsoft 365’s export columnsChecked against Pipedrive’s import rulesUpdated October 13, 2026

One Outlook / Microsoft 365 row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedPriya Patel
  • E-mail Address to Emaillowercasedpriya.patel@kirkland.example.com
  • Business Phone to Phone+44 161 496 0953
  • Company to OrganizationKirkland Dental
  • Job Title to Job TitleCustomer Success Lead
  • Notes to NotesPrefers calls before 10am.
Not imported: Mobile Phone, Home Phone, Business Street, Business City, Business State, Business Postal Code and 9 more. The template leaves these out; map any to a custom field in Operelio.

Where Outlook / Microsoft 365 and Pipedrive don’t line up

1

First Name and Last Name become one Name

Outlook / Microsoft 365 keeps First Name and Last Name apart, and Pipedrive has one Name field.

The template joins them, leaving out any that are empty.

ExportFirst Name Priya
Last Name Patel
PipedrivePriya Patel

Check your Outlook / Microsoft 365 export before you import it

Looks for the 7 columns this template reads, and what Pipedrive would skip.

Drop your Outlook / Microsoft 365 CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

Outlook / Microsoft 365 to Pipedrive in three steps

Step 1Export from Outlook

In the new Outlook for Windows, select People, then Export contacts from the ribbon. Classic Outlook uses File, then Open & Export, then Import/Export.

  1. Select the People icon.
  2. Choose Manage contacts, then Export contacts.
  3. Pick All contacts or a folder, then select Export.
  4. The .csv file saves to your Downloads folder.
Microsoft: Export contacts from Outlook on the webMicrosoft: Import or export contacts in Outlook
Step 2Paste into the template
  1. Paste the export at A1 of Paste your export here.
  2. Start here checks all 7 columns were found.
  3. Save Pipedrive Contacts import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 6 headers as a CSV

Step 3Import into Pipedrive
  1. Go to Tools and apps, then Import data, then Import from spreadsheet, and click Get started.
  2. Select the kinds of data your file contains, such as People, and click Next.
  3. Click Upload spreadsheet and choose your file.
  4. Check the mapping, drag any unmapped column onto a field, and click Next.
  5. Check the preview, choose how duplicates are handled and click Start import.
Pipedrive's spreadsheet import, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification, a check against your Pipedrive records and dropdowns, and the push, from Starter.

Use this template in Operelio

Questions

Where does Outlook / Microsoft 365's export fill Name, which Pipedrive requires?

Name joins First Name and Last Name. The checker above counts the rows with Name blank.

How is Company handled?

On a push, Operelio links the person to the Pipedrive organization with that name, and creates the organization if none exists.

Duplicates and undoing an import: Pipedrive import questions.

Try this template free

Upload your Outlook / Microsoft 365 export and download a file Pipedrive can import. No credit card needed. The push into Pipedrive is from Starter.

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